StockDriftsStockDriftsTop 50 Cutler Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | 4.96% | 654.5K | $52.7M | +1.47%(+9.46K) | $45.96(+83.47%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.52% | 497.5K | $48.1M | +1.37%(+6.71K) | $69.73(+45.29%) | 2026-06-30 | |
| IGSB | ISHARES TR | 4.35% | 881.7K | $46.2M | +3.36%(+28.64K) | $52.61(-0.86%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.94% | 808.4K | $41.9M | +0.85%(+6.78K) | $36.77(+42.98%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.73% | 480.4K | $39.6M | +2.77%(+12.97K) | $64.50(+32.85%) | 2026-06-30 | |
| IUSG | ISHARES TR | 3.35% | 189.4K | $35.6M | +0.65%(+1.22K) | $100.24(+93.79%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.1% | 30.9K | $32.9M | -18.24%(-6.90K) | $94.72(+817.94%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.91% | 208.3K | $30.9M | +1.42%(+2.92K) | $110.23(+36.04%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.88% | 355.7K | $30.6M | +0.77%(+2.73K) | $51.41(+73.45%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 2.79% | 1.16M | $29.6M | +3.75%(+41.91K) | $25.30(-0.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.80% | +5.61% | +31.39% |
| Top 20 Holdings Unweighted | +13.36% | +45.68% | +6.46% | +36.76% |
Cutler Investment Counsel LLC reports $1.06B in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are VO (5.0%), IEFA (4.5%) and IGSB (4.3%). The top 20 holdings account for 55.55% of reported assets. Its disclosed equity book has returned +44.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cutler Investment Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1285973). View Cutler Investment Counsel LLC’s 13F filings on SEC